What is the 1% Cashback - Asset transfer campaign?

To help our customers consolidate their global portfolios, Vested is offering a 1% cash bonus on qualifying transfers to your Vested US Stocks account. This limited-time offer is designed to help simplify managing your global holdings in long term while also getting rewarded for it.

Who can participate?

This is for two types of global investors:

How it works?

How to get started?

1. Fill out a short form by clicking the link below
   
2. Our team will verify your broker and asset eligibility. Eligible customers will be contacted within 7 business days
   
3. We’ll assist you with every step of the transfer—from initiation to completion
   

Why consolidate with Vested?

Terms & Conditions

Offer Period

The 1% cashback offer will be valid from 7th June 2025 to 15th July 2025.

Campaign Overview

Vested is offering a 1% cashback reward on the value of eligible asset transfers made from external brokerage accounts to customer’s Vested US Stocks accounts during the campaign period.

Eligibility Criteria

To participate:

• You must register using the official form shared via Vested’s communications.

• Your transfer must be initiated and completed within the offer period.

• The 1% Asset transfer offer is available exclusively for new transfers.

• Transfers must be:

• Foreign ESOP/RSUs in ESOP/RSU brokerage accounts (Ex: E-Trade, Charles Schwab, Morgan Stanley, Computer Share, etc)  - Either in USD as part of sell proceeds or direct shares.

• Existing portfolios held with any India or US-based brokers.

• Only direct customers of Vested (not through partners) are eligible.

• Direct cash deposits from a bank account do not qualify.

• Transfer requirements:

• Minimum transfer: $20,000

• Maximum transfer: $500,000

• You may participate multiple times, but total transfer amount must meet the $20,000 minimum

Cashback Details

• 1% of the total value of transferred and settled assets would be considered.

• For in-kind transfers, valuation will be based on market price at the time of receipt.

• Cashback will be paid monthly in 12 equal installments as cash in USD directly to your Vested US Stocks account.

• First installment begins within 30 days of full receipt of the assets.

Note:

• Transferred assets must be held with Vested for at least 12 months.

• Early withdrawal will lead to disqualification from future cashback payments.

• Internal transfers between Vested products/accounts are not eligible.

• Cannot be combined with other offers/promotions.

Frequently Asked Questions

What is the 1% Cashback - Asset Transfer Campaign?

To help our customers grow their global portfolios, Vested is offering a 1% cash bonus on qualifying transfers to your Vested US Stocks account. This limited-time offer is designed to help you maximize your investments while keeping things simple and transparent. 

Who can participate?

This campaign is open to all individual investors who hold:

• Foreign ESOP/RSUs - either as shares or USD proceeds in their brokerage accounts (Ex: E-Trade, Charles Schwab, Morgan Stanley, Computer Share, etc)

• US Stock portfolios - held with any India or US-based brokers.

How do I qualify?

1. Register using the official form link shared by Vested.

2. Our team will validate the eligibility of your broker and assets.

3. If eligible, you must:

1. Transfer $20,000 to $500,000 worth of eligible assets.

2. Keep the assets in your Vested account for at least 12 months.

4. Keep your funds in your Vested account for at least 12 months.

Can existing customers of Vested participate?

Yes! Any direct customer of Vested can participate in this campaign.

Can I participate more than once?

Yes. You can make multiple transfers, as long as the total transfer amount meets the $20,000 minimum and is from a qualifying broker.

What type of assets are eligible?

• Foreign ESOPs/RSUs - Either held as USD proceeds from selling or direct shares 

• Existing US Stock Portfolios held at any India or US-based brokers.

Cash transfers from bank, internal transfers between Vested accounts, or transfers via Vested’s partners are not eligible.

Is it legal to transfer ESOP/RSUs to Vested?

Yes! It is completely legal to transfer and manage your ESOP/RSUs on Vested. Read this blog on diversifying your ESOP/RSUs with Vested.

Once transferred, you can hold, sell, or reinvest your shares and create a diversified global portfolio.

How is the cashback amount calculated?

We will calculate the cashback as 1% of the total value of successfully transferred and settled assets. If you transfer asset in-kind, their value will be determined by the market price at the time they are received in your Vested account.

Can I withdraw my transferred assets after receiving cashback?

No. The assets must remain in your Vested account for at least 12 months post successful transfer. Any withdrawal within this period will lead to disqualification from receiving remaining cashback payments.

Do transfers between different Vested products qualify?

No. Internal transfers between Vested products or accounts do not qualify for this offer.

Are there any fees involved?

Vested charges no fees for receiving transferred assets. However, your external brokerage might charge transfer fees. Please check directly with your current broker.

How can I track my cashback payments?

Your cashback payments will appear monthly in your Vested US Stocks account balance and in transaction history.

Who can I contact for assistance?

Just write to us at help@vestedfinance.co and we’ll guide you through every step.

General Terms

• Vested reserves the right to:

• disqualify any user who is suspected of fraudulent activities, misrepresentation, or manipulation of this campaign.

• Revoke or recover cashback payments already made if violations or fraudulent activities are discovered.

• Vested may modify, suspend, or terminate this campaign at its sole discretion for any reason whatsoever, including, but not limited to, regulatory/compliance issues and fraudulent/suspicious behaviour.

• Vested is not liable for indirect, consequential, or incidental losses arising from participation in this campaign.

• Participants are solely responsible for ensuring timely completion and settlement of asset transfers from their respective brokerages.

• Any disputes relating to this campaign shall exclusively be subject to the jurisdiction of courts located in Mumbai, India.

• By participating in this campaign, customer accepts all terms and conditions set forth herein.